# Data Room Prep Checklist > Generate a stage-specific data room checklist, folder structure, and investor gap list from your round context. Use when preparing for due diligence or getting investor-ready. Triggers: 'data room checklist', 'prepare data room', 'чек-лист дата рума', 'подготовка data room'. - Skill: `kirkruglov/data-room-prep-checklist` (Agent Skill, multi-file: 5 files) - Install (CLI): `npx skillmds@latest add kirkruglov/data-room-prep-checklist` - Raw SKILL.md: https://api.skillmd.com/api/skills/kirkruglov/data-room-prep-checklist/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - Author: KirKruglov (https://skillmd.com/u/kirkruglov) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/kirkruglov/data-room-prep-checklist --- # Data Room Prep Checklist This skill generates a targeted due-diligence preparation package for founders raising a pre-seed, seed, or Series A round. Provide your round stage and business model — receive a prioritized checklist, a recommended folder structure, and a gap list of what's likely missing and what investors will ask next. No CRM or integrations required; works entirely from pasted context. **Input:** - Round stage (pre-seed / seed / Series A / Series B+) - Business model type (SaaS / marketplace / hardware / services / other) - Optional: investor type (VC / angel / strategic / family office); pasted existing data room contents **Output:** - Single markdown document with three sections: Due Diligence Checklist, Recommended Folder Structure, Gap List --- ## Language Detection Detect the user's language from their message: - If Russian (or contains Cyrillic): respond in Russian - If English (or other Latin-script language): respond in English - If ambiguous: respond in the language of the trigger phrase used --- ## Instructions ### Step 1: Parse Round Context 1. Check if the message contains any business context (company description, product, industry, stage, model, or funding goal). If the message contains ONLY a trigger phrase with no additional context whatsoever, respond immediately: "Укажи стадию раунда и тип бизнеса, чтобы я собрал адресный чек-лист. / Share your round stage and business model so I can generate a targeted checklist." Do not proceed to generate a checklist. 2. Read the user's message for round stage and business model: - Accepted stages: pre-seed, seed, Series A, Series B+ - Accepted models: SaaS, marketplace, hardware / deep-tech, services, e-commerce, other - If stage is missing: default to seed-level checklist; prepend bilingual note: "Stage not specified — using seed-level defaults. / Стадия не указана — используется шаблон seed." - If business model is missing: default to SaaS; prepend note: "Business model not specified — using SaaS defaults." 2. Check for optional context: - **Investor type** (VC / angel / strategic / family office) — adjusts checklist formality and item set - **Pasted existing data room contents** — triggers delta mode (see Step 2b) ### Step 2: Generate Due Diligence Checklist 1. Build a 6-category checklist tailored to stage and model. Assign each item one priority label: - **[Must-have]** — deal-breaker if absent; investor will pause DD without it - **[Expected]** — investor will ask; have it ready before formal due diligence starts - **[Nice-to-have]** — accelerates process; may not be required at early stages **Categories:** - **Legal & Corporate:** Certificate of Incorporation, cap table (fully diluted), shareholders agreement, IP assignment agreements (all founders), option pool / ESOP schedule, board consent resolutions for equity grants, regulatory licenses (if applicable) - **Financials:** 3-year financial model (P&L, cash flow, balance sheet), MRR/ARR monthly breakdown (last 12 months), bank statements (last 3–6 months), burn rate and runway summary, audited or CPA-reviewed financials (Series A+) - **Product & Technology:** Product demo or screenshots, technical architecture overview, IP ownership confirmations, security practices summary - **Team:** Founder bios / LinkedIn profiles, org chart, employment agreements, equity vesting schedules - **Commercial & GTM:** Customer list (anonymized is fine), signed contracts or LOIs, pipeline summary, key metrics dashboard (churn, NPS, CAC/LTV, activation rate) - **Cap Table & Funding History:** Fully diluted cap table with post-money projection, SAFE / convertible note summary if applicable, prior round terms, option pool breakdown 2. Adjust depth and items by stage: - **Pre-seed:** lighter legal (incorporation + IP assignments focus), no audited financials, team section critical, 6–12 month runway model - **Seed:** full legal foundation, 12–18 month financial model, 2–3 reference customers, signed customer contracts - **Series A:** CPA-reviewed or audited financials, trailing-12-month cohort data, board consent resolutions, full cap table - **Series B+:** expand financials (audited), ARR bridge, cohort retention table, complete legal diligence package 3. Adjust for investor type: - **Angel / family office:** lighter legal formality; heavier weight on team section and vision - **Strategic:** add partnership terms, IP licensing section, integration roadmap document - **VC:** full standard package per stage **Step 2b — Delta mode (if user pasts existing contents):** - Compare pasted list against the generated checklist - Produce a delta summary: - ✓ Covered - ✗ Missing - ⚠ Partial (exists but may be incomplete, e.g., "cap table present but may not include latest options") ### Step 3: Generate Recommended Folder Structure 1. Produce an indented hierarchy of top-level and sub-folders (6 main folders matching checklist categories) 2. Adjust for business model: hardware/deep-tech adds `/IP & Patents` and `/Manufacturing & Regulatory` 3. Format as a fenced code block — copy-paste ready for Google Drive, Notion, Dropbox, or similar ### Step 4: Generate Gap List 1. **"What you're likely missing"** — list 3–5 items commonly absent at the stated stage: - Pre-seed: signed co-founder agreements, IP assignments from all founders, corporate formation docs - Seed: board consent resolutions for prior equity grants, reference customer list with contact info, signed NDA template for DD - Series A: audited or CPA-reviewed financials, trailing-12-month cohort data, fully diluted cap table with post-money projection 2. **"What the investor will ask next"** — list 2–4 predictable follow-up questions: - "Show me monthly MRR for the last 12 (or 24) months" - "Who are your 3 reference customers and can we speak with them?" - "What's your current burn and runway?" - "Do you have signed IP assignments from all founders?" 3. Close with a **Next step** line: one concrete first action for the founder. ### Step 5: Format Output 1. Assemble all three sections into a single markdown document 2. Open with a header that summarizes the round context used (stage, model, investor type) 3. If a checklist sub-category has no relevant items (e.g., manufacturing on a pure SaaS company), omit it with a note: "(Not applicable for [model])" 4. Translate all section headers, priority labels, and checklist items into the user's language; folder structure stays in Latin characters regardless of language --- ## Output Format ```markdown # Data Room Checklist — [Stage] Round · [Business Model] > For: [investor type] | [bilingual stage-note if defaulted] --- ## Due Diligence Checklist ### Legal & Corporate - [ ] **[Must-have]** Certificate of Incorporation / Articles of Association - [ ] **[Must-have]** Cap table (fully diluted, current) - [ ] **[Expected]** Shareholders agreement - [ ] **[Expected]** IP assignment agreements (all founders) - [ ] **[Nice-to-have]** Option pool / ESOP schedule ### Financials - [ ] **[Must-have]** 3-year financial model (P&L, cash flow, balance sheet) - [ ] **[Must-have]** MRR/ARR breakdown — last 12 months (monthly) - [ ] **[Expected]** Bank statements — last 3–6 months - [ ] **[Expected]** Burn rate and runway summary (current) - [ ] **[Nice-to-have]** CPA-reviewed or audited financials [... remaining categories ...] --- ## Recommended Folder Structure ``` /Data Room — [Company Name] — [Round] /01 Legal & Corporate /Incorporation Documents /Shareholder Agreements /IP Assignments /Option Pool & ESOP /02 Financials /Historical P&L /Financial Model /Bank Statements /03 Product & Technology /04 Team /05 Commercial /06 Cap Table & Funding History ``` --- ## Gap List ### What You're Likely Missing ([Stage]) 1. [Item 1 — e.g., "Signed IP assignment agreements from all founders"] 2. [Item 2 — e.g., "Board consent resolutions for prior equity grants"] 3. [Item 3 — e.g., "Reference customer list with contact permission"] ### What the Investor Will Ask Next 1. [Question 1 — e.g., "Show me monthly MRR for the last 12 months"] 2. [Question 2 — e.g., "Who are your 3 reference customers?"] --- **Next step:** [Concrete first action — e.g., "Send this folder structure to your lawyer and confirm all legal documents are countersigned originals, not drafts."] ``` **Russian output** uses Russian section headers: - Чек-лист due diligence → Юридическое и корпоративное / Финансы / Продукт и технологии / Команда / Коммерческое и GTM / Кэп-тейбл и история привлечений - Priority labels: **[Должен быть]** / **[Ожидается]** / **[Желательно]** - Folder path names remain in Latin characters (standard practice in Russian startups) --- ## Edge Cases 1. **Stage not specified:** Default to seed-level; prepend bilingual note (see Step 1) 2. **Hardware / deep-tech:** Add categories: IP Portfolio & Patents, Manufacturing Agreements, Regulatory Approvals (CE / FCC / FDA); note at top: "Hardware due diligence includes additional IP and regulatory items." 3. **Existing data room pasted by user:** Activate delta mode (Step 2b); output ✓/✗/⚠ comparison 4. **Non-VC investor (angel / family office / strategic):** Adjust item set and formality per investor type (Step 2, point 3) 5. **Series B+ stage:** Expand financials section; add audited statements, ARR bridge, cohort retention table; prepend note: "Series B+ requires deeper financial disclosure — additional items added." --- ## Negative Cases - **Empty input — no stage, no context:** Respond: "Укажи стадию раунда и тип бизнеса, чтобы я собрал адресный чек-лист. / Share your round stage and business model so I can generate a targeted checklist." - **User asks to review a term sheet or analyze legal documents (investor/reviewer side):** Respond: "Этот скилл помогает основателю подготовить data room, но не анализирует юридические документы. Для правового анализа обратись к юристу. / This skill helps founders prepare a data room, not review legal terms. Consult a lawyer for legal analysis." - **User asks to evaluate investors or write a pitch deck:** Respond: "Этот скилл создаёт чек-лист документов для due diligence, а не оценивает инвесторов и не пишет питч. / This skill prepares due-diligence documents — not investor evaluation or pitch writing."